Sr. Finance Analyst

Are you a meticulous problem solver with a passion for analyzing financial data to drive strategic decisions? Do you excel in building and refining financial models that provide actionable insights for business growth? Are you eager to collaborate across departments to ensure a profitable and sustainable business trajectory? If so, we invite you to be a part of our innovative team.

As a Finance Analyst at Ridgeline, you will play a pivotal role in monitoring and improving the financial health of our Go-to-Market initiatives.  Working at the intersection of finance, sales, and data, you’ll help deliver insights that shape the trajectory of our company. In this role, you’ll leverage cutting-edge technologies, including AI tools like ChatGPT, to automate processes, enhance accuracy, and provide meaningful analysis to drive decisions. You will be a key member of the team in ensuring we continue to build a profitable and sustainable business. Our team is committed to creating a lasting impact on the investment management industry and driving transformative change.

What will you do?:

• Build and maintain robust financial models  and analytical frameworks around sales forecasting, profitability, acquisition costs, services costs, headcount-related expenses and other key metrics. 
• Play a significant role in generating periodic internal reporting around GTM progress to date presented to Ridgeline Leadership
• Own our revenue forecast model, including maintaining our customer database and keeping assumptions up-to-date as we expand our customer base
• Collaborate with with Finance & GTM leadership to brainstorm and develop processed to monitor KPIs
• Lead efforts in annual GTM budgeting cycle including analyzing historical trends, understanding forecasts, identifying hurdles, and refining projections
• Monitor budget versus. actual performance and identify areas of opportunity and risk for departments. 
• Collect and maintain critical datasets across systems like Salesforce, QuickBooks, Adaptive Planning and Google Sheets to ensure data accuracy and accessibility.

Desired Skills and Experience

• 3+ years of technology, banking, private equity, corporate finance, economics or consulting experience in a fast-paced industry
• Advanced user of Microsoft Excel and/or Google Sheets
• Experience handling and analyzing large sets of data 
• Effective analytical and problem solving skills including financial modeling and general accounting and finance knowledge
• Excellent oral and written communication skills focused on synthesizing key information in a simple and straightforward manner
• Ability to multi-task and manage multiple work streams simultaneously
• Attention to detail and ability to maintain data integrity
• Strong interpersonal skills and ability to build relationships across teams
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus:

• Experience using Workato, Salesforce, Hubspot, and Adaptive Planning
• Experience in Microsoft PowerPoint or Google Slides

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. 

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

The cash compensation amount for this role is targeted at $100,000 - $115,000. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.